Erasca, Inc.

NasdaqGS:ERAS Stock Report

Market Cap: US$1.1b

Erasca Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of ERAS?
Owner TypeNumber of SharesOwnership Percentage
Public Companies12,307,6924.34%
General Public22,581,8807.96%
Hedge Funds29,652,00410.5%
Individual Insiders33,715,02711.9%
VC/PE Firms40,586,51914.3%
Institutions144,868,68351.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 84.62% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.4%
Jonathan Lim
32,355,576US$120.4m0%no data
8.01%
Frazier Life Sciences Management, LP
22,729,436US$84.6m0%2.17%
7.16%
T. Rowe Price Group, Inc.
20,325,486US$75.6m-0.46%0.01%
6.29%
VR Management, LLC
17,857,083US$66.4m0%2.21%
5.34%
Logos Global Management, L.P.
15,150,000US$56.4m0.33%4.24%
5.31%
BlackRock, Inc.
15,071,319US$56.1m-0.62%no data
5.11%
Suvretta Capital Management, LLC
14,502,004US$53.9m0%1.49%
4.78%
Paradigm Biocapital Advisors LP
13,560,017US$50.4m13.9%1.18%
4.52%
The Vanguard Group, Inc.
12,811,832US$47.7m0.92%no data
4.34%
Novartis AG
12,307,692US$45.8m0%no data
3.9%
Arch Venture Partners, L.P.
11,055,554US$41.1m0%3.57%
3.27%
Vivo Capital, LLC
9,273,428US$34.5m37.3%1.69%
3.09%
Artal Group S.A.
8,757,249US$32.6m0%0.65%
1.91%
5AM Venture Management, LLC
5,405,404US$20.1m0%5.55%
1.71%
Geode Capital Management, LLC
4,848,563US$18.0m0.27%no data
1.51%
Affinity Asset Advisors, LLC
4,285,787US$15.9m4.9%1.23%
1.42%
State Street Global Advisors, Inc.
4,029,256US$15.0m0.68%no data
1.03%
Millennium Management LLC
2,914,819US$10.8m-23.3%0.01%
1.01%
Andreessen Horowitz LLC
2,862,500US$10.6m0%0.58%
0.76%
Soleus Capital Management, L.P.
2,162,162US$8.0m0%0.28%
0.61%
Charles Schwab Investment Management, Inc.
1,725,356US$6.4m1.7%no data
0.56%
The Goldman Sachs Group, Inc.
1,598,555US$5.9m61.3%no data
0.54%
Woodline Partners LP
1,534,390US$5.7m-26%0.03%
0.53%
Tang Capital Management, LLC
1,502,915US$5.6m0%0.17%
0.51%
Northern Trust Global Investments
1,443,511US$5.4m2.3%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/02 18:03
End of Day Share Price 2026/01/02 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Erasca, Inc. is covered by 11 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alec StranahanBofA Global Research
Naureen QuibriaCapital One Securities, Inc.
Chris ShibutaniGoldman Sachs